SSI INVESTMENT MANAGEMENT LLC

data from 31/03/2026

Capitalization

$ 1.450 B

-1.70%

Performance

$ 1.997 B

49,361.76%

Average holding period

12 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SSI INVESTMENT MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 IVV ISHARES TR 4.44% 64.373 M $ 98548 2015/03/31 -3.113 M $ -4.63 %
2026/03/31 WESTERN DIGITAL CORP 3.87% 56.027 M $ 7827000 2024/12/31 25.457 M $ 56.29 %
2026/03/31 NEXTERA ENERGY CAP HLDGS INC 2.76% 40.013 M $ 28838000 2025/03/31 4.305 M $ 12.09 %
2026/03/31 BOEING CO 2.01% 29.161 M $ 449250 2024/12/31 -2.399 M $ -6.54 %
2026/03/31 ALBEMARLE CORP 1.74% 25.290 M $ 353465 2024/03/31 5.028 M $ 21.58 %
2026/03/31 UBER TECHNOLOGIES INC 1.68% 24.337 M $ 20239000 2024/12/31 -2.354 M $ -7.71 %
2026/03/31 LIVE NATION ENTERTAINMENT IN 1.60% 23.138 M $ 21474000 2025/12/31 531.120 K $ 2.86 %
2026/03/31 ORACLE CORP 1.52% 22.063 M $ 479935 2026/03/31 0.000 $ 0.00 %
2026/03/31 MKS INC. 1.49% 21.608 M $ 13080000 2025/06/30 7.051 M $ 29.01 %
2026/03/31 WEC ENERGY GROUP INC 1.48% 21.462 M $ 17811000 2025/06/30 1.403 M $ 7.08 %
2026/03/31 WFC-PL WELLS FARGO & CO 1.47% 21.329 M $ 18432 2021/12/31 -1.047 M $ -4.70 %
2026/03/31 LQD ISHARES TR 1.38% 19.950 M $ 183046 2023/03/31 -219.840 K $ -1.09 %
2026/03/31 JAZZ INVESTMENTS I LTD 1.38% 19.946 M $ 14086000 2025/09/30 1.156 M $ 6.76 %
2026/03/31 BAC-PL BANK AMERICA CORP 1.34% 19.418 M $ 16309 2021/12/31 -960.089 K $ -4.84 %
2026/03/31 PPL CAP FDG INC 1.23% 17.824 M $ 15215000 2024/03/31 1.043 M $ 6.38 %
2026/03/31 PG&E CORP 1.22% 17.726 M $ 17119000 2024/12/31 67.860 K $ 0.97 %
2026/03/31 STRATEGY INC 1.16% 16.854 M $ 19310000 2026/03/31 0.000 $ 0.00 %
2026/03/31 VENTAS RLTY LTD PARTNERSHIP 1.14% 16.570 M $ 11144000 2024/06/30 885.200 K $ 5.67 %
2026/03/31 SNOWFLAKE INC 1.13% 16.336 M $ 13832000 2025/09/30 -4.147 M $ -20.87 %
2026/03/31 ASCENDIS PHARMA A/S 1.10% 15.893 M $ 10834000 2023/06/30 542.550 K $ 3.53 %
2026/03/31 JMTG J P MORGAN EXCHANGE TRADED F 1.09% 15.744 M $ 308708 2025/12/31 -9.344 K $ -0.12 %
2026/03/31 ADVANCED ENERGY INDS 0.99% 14.298 M $ 5948000 2024/09/30 4.799 M $ 46.36 %
2026/03/31 EQUINOX GOLD CORP 0.98% 14.248 M $ 5911000 2024/09/30 340.620 K $ 2.55 %
2026/03/31 KKR & CO INC 0.96% 13.882 M $ 346110 2025/03/31 -4.330 M $ -22.39 %
2026/03/31 HEWLETT PACKARD ENTERPRISE C 0.94% 13.578 M $ 209445 2024/09/30 -277.061 K $ -2.00 %
2026/03/31 SPHERE ENTERTAINMENT CO 0.93% 13.444 M $ 4000000 2024/12/31 2.480 M $ 22.64 %
2026/03/31 ON SEMICONDUCTOR CORP 0.90% 13.118 M $ 10173000 2022/06/30 1.184 M $ 8.40 %
2026/03/31 CLOUDFLARE INC 0.83% 12.090 M $ 10328000 2022/09/30 0.000 $ 0.00 %
2026/03/31 EVERGY INC 0.81% 11.740 M $ 8703000 2024/12/31 1.092 M $ 10.68 %
2026/03/31 RIVIAN AUTOMOTIVE INC 0.80% 11.645 M $ 12159000 2024/12/31 -1.973 M $ -14.49 %
2026/03/31 ICVT ISHARES TR 0.80% 11.611 M $ 114065 2024/06/30 244.292 K $ 3.34 %
2026/03/31 NEXTERA ENERGY INC 0.80% 11.596 M $ 231280 2026/03/31 0.000 $ 0.00 %
2026/03/31 SOUTHERN CO 0.79% 11.448 M $ 10306000 2025/06/30 408.680 K $ 3.75 %
2026/03/31 LIVE NATION ENTERTAINMENT IN 0.78% 11.376 M $ 7489000 2024/03/31 346.080 K $ 4.82 %
2026/03/31 BTSGU BRIGHTSPRING HEALTH SVCS INC 0.78% 11.240 M $ 78940 2025/03/31 2.440 M $ 12.56 %
2026/03/31 JAAA JANUS DETROIT STR TR 0.75% 10.824 M $ 214889 2024/06/30 -45.177 K $ -0.42 %
2026/03/31 AKAMAI TECHNOLOGIES INC 0.73% 10.558 M $ 9239000 2025/06/30 870.199 K $ 15.38 %
2026/03/31 ON SEMICONDUCTOR CORP 0.71% 10.257 M $ 10493000 2024/03/31 244.125 K $ 3.33 %
2026/03/31 MICROCHIP TECHNOLOGY INC. 0.70% 10.105 M $ 176325 2025/03/31 -201.420 K $ -1.70 %
2026/03/31 ALIBABA GROUP HLDG LTD 0.69% 10.059 M $ 7252000 2025/06/30 -1.134 M $ -10.30 %
2026/03/31 SOLARIS ENERGY INFRAS INC 0.69% 9.974 M $ 7987000 2025/12/31 1.359 M $ 15.72 %
2026/03/31 SEAGATE HDD CAYMAN 0.69% 9.960 M $ 2098000 2024/09/30 9.309 M $ 41.39 %
2026/03/31 IEMG ISHARES INC 0.69% 9.942 M $ 142537 2020/12/31 475.905 K $ 3.76 %
2026/03/31 INTEGER HLDGS CORP 0.68% 9.816 M $ 10295000 2026/03/31 0.000 $ 0.00 %
2026/03/31 REDWOOD TRUST INC 0.67% 9.747 M $ 9650000 2025/06/30 129.750 K $ 1.51 %
2026/03/31 MIRUM PHARMACEUTICALS INC 0.67% 9.706 M $ 3255000 2024/06/30 1.647 M $ 15.51 %
2026/03/31 MACOM TECH SOLUTIONS HLDGS I 0.67% 9.696 M $ 6657000 2026/03/31 0.000 $ 0.00 %
2026/03/31 ARES MANAGEMENT CORPORATION 0.66% 9.617 M $ 260190 2024/12/31 -3.569 M $ -26.54 %
2026/03/31 QXO INC 0.66% 9.584 M $ 172410 2025/06/30 34.668 K $ 0.51 %
2026/03/31 RSP INVESCO EXCHANGE TRADED FD T 0.65% 9.482 M $ 49407 2025/03/31 17.882 K $ 0.19 %
2026/03/31 IEF ISHARES TR 0.62% 8.946 M $ 93739 2022/06/30 -45.115 K $ -0.75 %
2026/03/31 AEROVIRONMENT INC 0.62% 8.916 M $ 9112000 2025/09/30 -1.016 M $ -10.28 %
2026/03/31 GLOBAL PMTS INC 0.61% 8.853 M $ 10048000 2025/03/31 -162.865 K $ -1.78 %
2026/03/31 LIBERTY MEDIA CORP DEL 0.61% 8.830 M $ 7655000 2023/09/30 -844.580 K $ -8.70 %
2026/03/31 SOUTHERN CO 0.61% 8.814 M $ 170710 2025/12/31 327.810 K $ 4.05 %
2026/03/31 BUFR FIRST TR EXCHNG TRADED FD VI 0.60% 8.698 M $ 257552 2023/09/30 -141.622 K $ -1.43 %
2026/03/31 GRANITE CONSTR INC 0.60% 8.682 M $ 5278000 2025/06/30 263.899 K $ 3.13 %
2026/03/31 VXUS VANGUARD STAR FDS 0.59% 8.523 M $ 110525 2021/03/31 303.811 K $ 2.21 %
2026/03/31 CENTERPOINT ENERGY INC 0.57% 8.255 M $ 6969000 2024/09/30 627.209 K $ 8.23 %
2026/03/31 LIBERTY MEDIA CORP DEL 0.55% 8.044 M $ 7750000 2024/03/31 230.000 K $ 3.98 %
2026/03/31 PARSONS CORP DEL 0.54% 7.898 M $ 8026000 2025/03/31 -380.374 K $ -4.47 %
2026/03/31 CHEESECAKE FACTORY INC 0.54% 7.872 M $ 7744000 2026/03/31 0.000 $ 0.00 %
2026/03/31 CELCUITY INC 0.54% 7.800 M $ 3206000 2025/09/30 834.080 K $ 12.00 %
2026/03/31 HALOZYME THERAPEUTICS INC 0.54% 7.778 M $ 6079000 2023/09/30 -304.900 K $ -3.77 %
2026/03/31 STRATEGY INC 0.52% 7.527 M $ 7845000 2025/06/30 -558.924 K $ -6.86 %
2026/03/31 ACWX ISHARES TR 0.50% 7.309 M $ 106750 2025/03/31 144.088 K $ 2.00 %
2026/03/31 AFFIRM HLDGS INC 0.50% 7.224 M $ 7467000 2023/06/30 59.902 K $ 0.78 %
2026/03/31 LANTHEUS HLDGS INC 0.49% 7.094 M $ 5917000 2023/12/31 16.500 K $ 5.24 %
2026/03/31 BRIDGEBIO PHARMA INC 0.48% 7.005 M $ 4134000 2026/03/31 0.000 $ 0.00 %
2026/03/31 APO-PA APOLLO GLOBAL MGMT INC 0.47% 6.826 M $ 116295 2023/09/30 -4.098 M $ -22.65 %
2026/03/31 ARROWHEAD PHARMACEUTICALS IN 0.47% 6.815 M $ 6587000 2026/03/31 0.000 $ 0.00 %
2026/03/31 BRIDGEBIO PHARMA INC 0.47% 6.798 M $ 6080000 2023/09/30 0.000 $ 0.00 %
2026/03/31 PPL CORP 0.47% 6.774 M $ 132750 2026/03/31 0.000 $ 0.00 %
2026/03/31 COINBASE GLOBAL INC 0.47% 6.761 M $ 7297000 2025/06/30 -682.269 K $ -9.14 %
2026/03/31 ENOVIS CORPORATION 0.47% 6.745 M $ 7000000 2024/12/31 -72.000 K $ -1.23 %
2026/03/31 INTERDIGITAL INC 0.46% 6.669 M $ 1709000 2024/03/31 -383.460 K $ -5.34 %
2026/03/31 SDVY FIRST TR EXCHANGE TRADED FD 0.45% 6.583 M $ 166963 2024/09/30 186.113 K $ 2.90 %
2026/03/31 MARA HOLDINGS INC 0.44% 6.345 M $ 7194000 2025/12/31 40.669 K $ 12.50 %
2026/03/31 VSE CORP 0.43% 6.267 M $ 127125 2026/03/31 0.000 $ 0.00 %
2026/03/31 REPLIGEN CORP 0.43% 6.257 M $ 6437000 2025/06/30 -615.016 K $ -10.80 %
2026/03/31 NORTHERN OIL & GAS INC 0.43% 6.210 M $ 5663000 2023/12/31 545.317 K $ 14.17 %
2026/03/31 JOBY AVIATION INC 0.43% 6.165 M $ 7195000 2026/03/31 0.000 $ 0.00 %
2026/03/31 IBB ISHARES TR 0.42% 6.092 M $ 36081 2025/12/31 2.888 K $ 0.05 %
2026/03/31 CSG SYS INTL INC 0.42% 6.083 M $ 5000000 2024/09/30 200.000 K $ 3.38 %
2026/03/31 SPHY SPDR SERIES TRUST 0.42% 6.039 M $ 258979 2025/12/31 -117.154 K $ -1.48 %
2026/03/31 CENTURY ALUM CO 0.41% 5.973 M $ 1900000 2024/03/31 1.976 M $ 49.54 %
2026/03/31 ALPHATEC HLDGS INC 0.41% 5.933 M $ 5796000 2026/03/31 0.000 $ 0.00 %
2026/03/31 COLLEGIUM PHARMACEUTICAL INC 0.41% 5.912 M $ 5100000 2024/03/31 -1.088 M $ -17.74 %
2026/03/31 BURLINGTON STORES INC 0.39% 5.701 M $ 3455000 2024/09/30 584.799 K $ 11.48 %
2026/03/31 FLUOR CORP 0.39% 5.690 M $ 4620000 2024/09/30 412.920 K $ 7.90 %
2026/03/31 BLOCK INC 0.39% 5.619 M $ 6013000 2023/09/30 59.590 K $ 1.08 %
2026/03/31 OMNICELL COM 0.39% 5.581 M $ 5750000 2025/12/31 -519.507 K $ -10.15 %
2026/03/31 BLACKSTONE MORTGAGE TRUST IN 0.38% 5.548 M $ 5604000 2024/03/31 25.217 K $ 0.46 %
2026/03/31 PG&E CORP 0.38% 5.530 M $ 128160 2024/12/31 25.239 K $ 5.27 %
2026/03/31 PTC THERAPEUTICS INC 0.38% 5.530 M $ 4156000 2025/03/31 -623.399 K $ -10.12 %
2026/03/31 LUMENTUM HLDGS INC 0.38% 5.507 M $ 779000 2020/12/31 4.684 M $ 90.58 %
2026/03/31 COGENT BIOSCIENCES INC 0.38% 5.450 M $ 4453000 2025/12/31 222.650 K $ 4.27 %
2026/03/31 IYW ISHARES TR 0.37% 5.373 M $ 29619 2023/12/31 -1.012 M $ -9.14 %
2026/03/31 CONMED CORP 0.37% 5.324 M $ 5500000 2023/06/30 57.749 K $ 1.10 %
2026/03/31 SHIFT4 PMTS INC 0.37% 5.319 M $ 100000 2025/06/30 -1.885 M $ -33.36 %